Find Branch Contact Us Chat Search Log charles SCHWAB Open an Account Accounts & Products Advice Pricing Insights Why Schwab to reach your goals Calculators & Tools complimentary Plan Schwab PlanTM Take control of your tomorrow with a financial At Schwab; every client can get a complimentary financial plan to help reach their retirement You can get access to a complimentary plan with any Schwab account: Already client? Log_in to get your complimentary_plan: Schwab Plan in 3 easy steps Open an account Read transcript Here's what's inside your financial plan: $ Retirement Goals Finances Results & Action Steps How plan: goals.